Name: FunnelCRM
Price: 10 USD
Author: FunnelCRM

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Enterprise

Accounting

Accounts Receivable

Budgeting and Forecasting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Storage

Data Fabric

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

IoT Security

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

SOA Application Gateways

Software Components

Software-Defined WAN

Web Content Filtering

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Analytics

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Architecture

Last Mile Delivery

Legal Case Management

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

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### Proposal Management
Users consistently praise FunnelCRM for its streamlined and efficient proposal management capabilities. The intuitive interface and ease of use have been highlighted as key factors in enhancing the process of creating and sending professional proposals. Reviewers have emphasized the convenience of being able to manage contacts and send proposals all from one centralized platform. Additionally, the ability to customize proposals according to individual needs has been a standout feature for many users. FunnelCRM's proposal management functionality appears to be a strong asset, contributing positively to users' overall experience with the CRM platform.

### Data Management
Users also appreciate the intuitive user interface of FunnelCRM, which simplifies the process of gathering leads and managing data effectively. The ability to send proposals directly from the CRM platform is highlighted as a valuable feature that enhances the overall data management experience. Additionally, the platform's support services are commended for their responsiveness and assistance in ensuring a smooth transition of data from Excel sheets to the CRM system.

### Lead Management
Users have highlighted the ease of capturing and managing leads through FunnelCRM, emphasizing the software's ability to streamline lead tracking and organization. The intuitive interface and efficient lead capture functionalities have been commended for enhancing productivity and facilitating effective communication with potential clients. While some users have expressed a need for further improvements in lead conversion and productivity, the overall consensus leans towards positive feedback regarding FunnelCRM's lead management features.

### Sales Tracking
Users appreciate FunnelCRM's sales tracking feature for its ability to provide a clear overview of the sales pipeline and streamline the process of closing deals. The flexibility to create and integrate web contact forms effortlessly has been highlighted as a key advantage, allowing for efficient lead capture and management. The intuitive user interface and the convenience of sending proposals directly from the CRM have been commended for enhancing sales productivity. Additionally, the integration with Gmail for easy communication with customers on-the-go has been noted as a valuable asset for business growth.

Users recommend Funnel CRM for its efficiency and organization in data management and tracking. They also appreciate its affordability and user-friendly interface, making it the best CRM for small and medium-sized enterprises (SMEs) and freelancers. Another common recommendation is the ease of connecting website contact forms with Funnel CRM, allowing users to gather leads in one place and send proposals directly from the CRM. Users believe that every company should have a CRM, and they recommend Funnel CRM for its affordability and ability to create an internal process for routine tasks. Lastly, users highly recommend Funnel CRM over other CRM options like PipeDrive and SalesFlare, as it is easier to use and doesn't have unnecessary features.

Easy to Use: Many users have found Funnel CRM to be simple and easy to use, allowing them to efficiently create business proposals and web contact forms without the need for extensive programming knowledge. The user-friendly interface and intuitive flow of tasks within the software ensure that users never feel lost and can easily add data.

Efficient Lead Management: Users appreciate the insightful nature of Funnel CRM, which helps them effectively manage leads and maintain organization. The high-level visibility of sales pipelines makes it easy for users to track progress and identify actions needed to close sales. This feature has been praised by multiple reviewers as a valuable asset in their customer management system.

Seamless Integration: Funnel CRM offers seamless integration with websites, requiring only a few lines of code to customize the appearance of contact forms. Users appreciate the ability to connect their website contact forms directly to Funnel CRM, consolidating leads in one place for efficient management. Integration with Gmail also enables users to communicate with customers directly from their smartphones, further streamlining their workflow.

Lack of Integrations: Some users have expressed frustration with the limited integrations offered by FunnelCRM. They have specifically mentioned the need for integration with Facebook Messenger to gather data for better business decision-making. 

Difficulty Converting Leads: Several users have encountered difficulties in converting leads into deals while using FunnelCRM. They feel that more coding is required on their part to create better forms and achieve successful completion.

Expensive Pricing: There are some users who find FunnelCRM to be a little bit expensive for their needs. They believe that they are not getting enough value for their investment in the software.

Funnel CRM has proven to be a valuable tool for users looking to streamline their sales and customer relationship management processes. The integration of Facebook Messenger with Funnel CRM allows for seamless data exchange across various platforms, making decision-making more efficient. Users have found that by tracking data and staying on top of leads, Funnel CRM helps convert prospects into sales while saving time and effort. Additionally, the software's ability to manage tasks and projects provides users with comprehensive tools for organizing their workflow.

One of the key use cases of Funnel CRM is its effectiveness in managing follow-ups. Users have praised the software for helping them stay on top of their contacts, ensuring that no leads are forgotten or overlooked. By providing a unified platform for managing leads and customer interactions, Funnel CRM eliminates the need for scattered solutions and allows users to have a clear view of their sales funnel. Moreover, the software's support team has been highly regarded for their responsiveness and effectiveness in assisting users.

Another popular use case of Funnel CRM is its ability to generate professional proposals and create interactive contact forms. Users appreciate the customization options available, as well as the great design of the software. This versatility makes Funnel CRM suitable for a range of businesses, including part-time tourism operations. Overall, users have found that Funnel CRM helps increase productivity, ensures collaboration within an organization, and simplifies complex workflows.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

FunnelCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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